+12.4%
VT vs DLTR
+29.7%
-17.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.0% | +2.2% |
| 7D | +0.4% | -1.0% | +1.4% | +0.5% |
| 30D | -2.6% | +15.7% | -18.3% | -3.7% |
| 3M | -3.2% | +4.8% | -8.1% | -3.6% |
| 6M | +0.9% | +45.6% | -44.7% | -3.0% |
| YTD | +11.3% | +11.6% | -0.3% | +10.1% |
| All | +12.4% | +29.7% | -17.3% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DLTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling